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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am looking to set up an RESP for grandchildren aged 8 and 6 with about $40k that will be added to annually. I am thinking of purchasing 8 stocks in roughly equal amounts - ISRG, CROX, GOOG, NVDA, BN, LMN, SMCI, HPS.A

Is 8 stocks too limiting and should I look at ETFs for some sectors or should this give the plan a good start and greater diversification can occur as the plan grows?

Anything you see here that raises a red flag or are there other stocks I should consider?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 15, 2023
Q: I realize it's not a very long time horizon but of these three stocks, how would you rank them for Capital appreciation over a one year period, thanks?
Read Answer Asked by Pat on December 14, 2023
Q: Peter & Team; what are good aggressive picks now for 21 yr old's new FHSA with a home purchase timeline in 5-6 years ? LMN ? NXE ? A combo ? Any other aggressive picks you like given the timeline ? What would be a 1 stock more conservative pick for the same account ? Thank you.
Read Answer Asked by Paul on December 11, 2023
Q: If you were to pick quality compounders in the small cap space (US or Canada) like 3 mentioned, can you suggest a couple of good ones. I generally prefer long term horizon. Thanks. Shyam
Read Answer Asked by Shyam on December 11, 2023
Q: Hello Peter,
If i wanted to buy an ETF in India, which one would i be better off with? or am I better to put equal amounts.. Also, I was hoping topicus would replicate csu performance over long term ( i know it has not been in existence for very long but i am under water on topicus). Should i just forget TOI, and LMN, and stick to csu. Much appreciated.
Read Answer Asked by umedali on December 08, 2023
Q: I am considering adding to current positions in these companies. I know timing is impossible to predict but which of these companies would you be adding to now and which would you wait given that we are heading in to end of year selling<

Thanks
Tim
Read Answer Asked by Timothy on December 08, 2023
Q: I am looking to redeploy some cash,
Of these three companies, which do you prefer as an investment and why?
Thanks
Read Answer Asked by Chuck on December 06, 2023
Q: Hi Peter, Ryan, and Team,

For portfolio balancing purposes, I need to sell one of the above stocks, and am favouring selling TOI and keeping LMN. Would you concur?

Thanks as always for your insight.
Read Answer Asked by Jerry on December 06, 2023
Q: Would appreciate a couple of options for holding some U. S. $$ in a taxable investment account for at least one year. I am more interested in capital appreciation than in current .income in these interesting times. Sector not an issue. Could be individual securities or ETFs. Thanks for your continuing support. Bill
Read Answer Asked by Bill on December 04, 2023
Q: Looking to invest a portion of available cash into solid smallish-cap companies that have yet to move towards their fair value that could be reached in a more positive part of the cycle - which I am guessing/assuming is coming. Please provide suggestion in either Canadian and/or US markets.
Read Answer Asked by John on December 01, 2023
Q: I have seen several analysts commenting recently on how undervalued small cap stocks are compared to larger cap stocks. Some saying we are at the cheapest levels they have ever seen for small caps. If you were to put together a portfolio of 10-12 Canadian small cap stocks intending to benefit from a return to more typical valuations, which stocks would you include? Not thinking about highest risk types, like early phase biotech, exploration stage mining companies, but rather, for high quality, profitable, growing businesses.
Read Answer Asked by Dan on November 29, 2023
Q: With the new TFSA limit, how would split into 4 purchases with a 20 year hold. Assuming RRSP is diversified and with no other holdings. Does BAM, BN or TOI hit your radar. Also, I am retiring in 20 years. Thanks as always.
Read Answer Asked by Chris on November 29, 2023
Q: CLS, DCBO and TOY are trading at a 5% discount of the price of the shares over the last 2 days. LMN is trading at a premium share price in the same amount of time. I have all 4 of them. Which one would you add to of the 4. One of those on sale or LMN with a better track record?
Thank you,
Read Answer Asked by Dennis on November 27, 2023
Q: What effects do you see Artificial Intelligence having on Vertical Market Software companies , and specifically to CSU and its divisions? Is AI more or less of a threat to VMS than to horizontal software? How is CSU positioned for this massive technological transition?
Read Answer Asked by Youhut on November 27, 2023
Q: Hello, Lumine shares have rallied almost 20%, since TD initiated coverage on Nov 14, with a BUY rating and $28 price target. Based on its present valuation and growth prospects (5-10 years), vis-a-vis, CSU/TOI, would you be comfortable increasing current position size of 1.75%, even after the run up ? Or would you suggest to add to 3.50% TOI weight ? ( CSU, already being a large weight ). Thank You
Read Answer Asked by rajeev on November 24, 2023
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
Read Answer Asked by Fernando on November 23, 2023
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